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Approaching Age 70 1/2? Inherit Monies? What You Need to Know About Your Retirement Accounts

Presented By:

Saturday, June 22, 2019
9:00 AM
Panera Bread - North Huntingdon Square
8901 US-30,
North Huntingdon, PA 15642

What to expect?

  • A discussion of Required Minimum Distributions (RMDs)
  • An introduction to Hefren-Tillotson
  • Q&A

Who should attend?

  • Approaching, or post, age 701/2 and have retirement accounts (IRA, 401(k), etc.)
  • Inherited monies and need to begin RMDs
  • Looking to simply understand RMDs (i.e. how is the RMD calculated)
  • Interested in Hefren-Tillotson and our services

Unable to attend? Have a question? Prefer a one-on-one meeting?

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form or call 888-405-0990 to reserve your space.

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.

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